Skip to content

The top five European value stocks in September


This week we ran a report on the leading value factors powering European stocks and matched that up with the highest quality listed companies on the European markets.

Which companies are looking severely under-priced but which have all the characteristics to be a winner?

Read on to find out.

#1. Tauron Polska Energia (Poland)

This Polish power company provides electricity from conventional sources as well as biomass.

It is well established in the Polish green energy market as well. It sources, distributes and supplies, including natural gas.

It is even involved in trading within the CO2 emissions space.

Tauron is arguably the best quality power stock on the Polish market right now.

It has a market leading balance sheet in a sector where the likes of Energa and ZE PAK are struggling across numerous factors.

The share price has been on a run this year, but it has been sold off a little since late August.

Our analysis is indicating this is an opportunity to pick up stock cheaply.

#2. VEON (Netherlands)

Dutch telecommunications specialist VEON provides mobile and fixed line telecommunications services, spanning voice, data and both fixed and wireless Internet.

It has gone down the road of mobile finance, national and international roaming services, and has brands trading in several fast growth mobile markets in Central Asia, as well as Pakistan, Algeria and Bangladesh.

VEON already scores well in terms of total liabilities and common equity,

It has recently raised earnings guidance for the year with revenue growth projected at 16-19%. VEON shares - also listed on Nasdaq - have been slipping in the last 90 days, and are trading in Europe at just under EUR 0.6.

Our factors suggest this is way too cheap for this stock.

Volume has been small, suggesting many institutions are holding this one for the long term.

Want the full story? Access all of The Armchair Trader's content for just £5.99 per month.

Get weekly investment ideas and tips that will take your investing to the next level. Sign up here.

Free 28 day trial. Cancel anytime.

Log In or Sign Up to Armchair Trader+

Already a member? Log in here:

Not a member yet? Sign up for your free trial or check out the benefits of membership.

Further content of this article is not available as it is for members only. Please visit the registration page for Armchair Trader Plus+ for further details on the benefits of becoming a member.

Looking for great investing ideas? Sign up to our free newsletter.

This article does not constitute investment advice. Make sure you do your own research or consult a professional advisor.

'How to' Guides

Our latest in-depth company reports

Detailed reviews of selected companies and investment trusts.

On the podcast

Sign up for great investing stock tips

Thanks to our Site Partners

Our partners are established, regulated businesses and we are grateful for their support.

CME Group
FP Markets
Back To Top